V2X, Inc. (VVX): A Bull Case Theory

We came across a bullish thesis on V2X, Inc. (VVX) on the wallstreetbets subreddit by bbko123. In this article, we will summarize the bulls’ thesis on VVX. V2X, Inc. (VVX)’s share was trading at $44.57 as of 13^th June. VVX’s trailing and forward P/E were 34.55 and 9.48 respectively according to Yahoo Finance.

V2X Inc. (VVX) is a defense and government services provider specializing in base operations, logistics, cybersecurity, training, and aerospace support for the military. Formed through the 2022 merger of Vectrus and Vertex, VVX operates in over 50 countries with a workforce of 16,000, many of whom are veterans—a detail that reinforces its credibility in the defense sector. Despite trading around $48, the stock remains largely undiscovered by retail investors, averaging just 270,000 shares in daily volume and lacking major media attention.

However, VVX has secured over $15 billion in long-term government contracts in the past year alone, including a $3.7 billion Army Warfighter Training Readiness task order and a position on the $11.9 billion JETS 2.0 cybersecurity contract. These multi-year contracts not only provide strong revenue visibility but also offer high renewal likelihood due to their essential nature.

Institutional investors already seem to recognize this upside—VVX has 50% institutional ownership, including stakes from Fidelity, BlackRock, FIAM, and Vanguard, indicating deep foundational support. While its current 36x P/E might seem elevated for a defense contractor, this is largely a function of upfront investments to fulfill newly awarded contracts.

With net income already up 608% year-over-year, profitability is inflecting. The stock also stands to benefit from future catalysts such as new contract wins, improved earnings, analyst coverage, or ETF inclusion.

Given these dynamics, VVX offers a compelling case for multiple expansion and revaluation, with the potential for the stock to double as investor awareness catches up to fundamentals.

Previously, we highlighted a bullish thesis on RTX Corporation (RTX) by Stock Picker’s Corner, framing it as a leading innovator in radar and directed-energy weapons, poised to benefit from rising drone and hypersonic threats amid U.S.-China tensions. The thesis emphasized RTX’s central role in next-gen missile defense and its expanding technological edge in a shifting geopolitical landscape. The thesis on V2X Inc. (VVX) extends this defense narrative through a services lens—spotlighting a little-known contractor quietly accumulating $ 15 B+ in long-term contracts. While RTX builds the high-tech hardware, VVX delivers the boots-on-ground infrastructure and cyber support, together illustrating multifaceted exposure to defense tailwinds.

V2X, Inc. (VVX) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 25 hedge fund portfolios held V2X, Inc. (VVX) at the end of the first quarter which was 27 in the previous quarter. While we acknowledge the risk and potential of VVX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.

Disclosure: None. This article was originally published at Insider Monkey.